MXOAX Mutual Fund
MXOAX Mutual Fund
NAV$11.05
TER0.70%
Holdings45
See how much of MXOAX you already own
MXOAX Mutual Fund
NAV$11.05
Empower Ariel Mid Cap Value Fund Institutional Class
TER0.70%
Holdings45
See how much of MXOAX you already own
MXOAX Mutual Fund Overlap Analysis
MXOAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, MXOAX may share significant positions with broad-market funds.
MXOAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXOAX tax-loss harvesting finds highly correlated but non-identical funds.